今年以来铝价就没怎么上涨,但是生产成本却大幅提高,所以盈利被挤压得很厉害。有个有色分析员很肯定的说earnings forecast的mkt consensus偏高了,肯定要下调的。TA我不懂,但从risk/reward的角度来看,好像不应该买这只股票吧?
Anyway, just FYI. If you need some research reports on this counter, feel free to let me know and I can send a few to you